See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,968 | $104,907-62.9% | $84,611-53.9% | $152,861-74.5% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.4%+10.9pp |
| Annual return | 19.68% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $8,285 | $3,302+150.9% | $2,652+212.4% | $4,762+74.0% |
| Participant deferral / active EE | $400 | $4,688-91.5% | $3,899-89.7% | $5,850-93.2% |
| Admin fee / account holder | $8,033 | $6,241+28.7% | $4,912+63.5% | $11,596-30.7% |